+124.5%
PLTU vs BG
+54.0%
+70.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +4.4% | -9.0% | -4.9% |
| 7D | -11.6% | +2.4% | -13.9% | -11.8% |
| 30D | -4.6% | +15.0% | -19.6% | -6.3% |
| 3M | +33.7% | -0.7% | +34.4% | +33.4% |
| 6M | -9.4% | +7.5% | -16.9% | -11.0% |
| YTD | -34.7% | +41.6% | -76.3% | -38.4% |
| 1Y | -23.2% | +50.7% | -73.9% | -29.3% |
| All | +124.5% | +54.0% | +70.5% | +100.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling